Benefits Account Manager – Small Group

Role Overview

• Market small group benefit plans to insurance carriers and analyze proposal results
• Coordinate small group carrier renewals, including obtaining pricing and plan options
• Manage carrier implementations and transitions for small group clients, including:
• Communicating plan selections to carriers
• Completing and submitting required enrollment and administrative paperwork
• Ensuring enrollment files are completed accurately and timely
• Obtaining signed termination letters and submitting them to prior carriers
• Obtaining and reviewing certificates for accuracy
• Prepare and distribute open enrollment materials for small group clients, including benefit summaries, enrollment instructions, SBCs, and required compliance notices
• Communicate benefit decisions to internal teams, including COBRA, benefits systems, FSA/HRA administrators, and call center teams as applicable
• Respond to day-to-day client questions and provide ongoing support to small group employers and their employees
• Support compliance requirements relevant to small group plans, including Medicare Part D notices, CMS Medicare Status filings, CAA reporting, plan document updates, and LOAs when applicable
• Prepare reports for renewal and client review meetings
• Maintain accurate and up-to-date client records in Vertafore BenefitPoint

Requirements

• Strong attention to detail and organizational skills
• Proficiency in Microsoft Word and Excel
• Ability to manage multiple deadlines in a fast-paced, high-volume environment
• Strong written and verbal communication skills
• Prior experience working with small group employee benefits or insurance preferred

Benefits

Webber Advisors offers a competitive salary and benefits package that includes a health plan, 401 K with company matching, paid time off ( sick time , vacation, holidays) and a Wellness Program